How-to
Find out how to do key tasks in the Arbor MIS
Getting Started with Arbor
- How Do I Login to my School?
- What is on the main Arbor Dashboard?
- How do I analyse Attainment on the Arbor Dashboard?
- How do I use the search feature in Arbor?
- How do I view My Classes?
- What is My Communications?
Activities - Clubs and Trips
- How do I set up a Club?
- How do I set up a Trip?
- How can I manage Consents in Trips?
- How can I set up club and Trip Pricing and Payments?
- How do I send Emails to Guardians from a Club or Trip?
- How can children be signed up as Provisional Club Members?
Admin
- How can I help other staff members log in to Arbor?
- How can I edit Password Rules for Arbor?
- How do I add staff email addresses in bulk?
- How do I use the Data Quality Dashboard?
- How do I create a class list?
- How do I upload photos in bulk?
Applicants
Assessments - Formative
- How do I set up a Curriculum Tracking Assessment?
- How do I set Curriculum Expectations?
- How should I choose a curriculum?
- How should I choose a marking scale for my curriculum?
- How do I enter marks in Curriculum Tracking?
- How can I analyse Curriculum Tracking results using the Analysis Overview page?
Assessments - Summative
- Arbor Summative Assessment Framework - Overview
- What is shown in a markbook?
- How do I access the markbook for my class?
- How do I access any markbook (SLT)?
- How do I set up a Summative Assessment?
- How do I set up Grade Point Scales and Marking Grade Sets?
Assessments - DfE
Attendance
- How do I edit attendance marks we migrated over from our previous MIS?
- What is the Daily Attendance Dashboard?
- How do I print an Emergency Evacuation Register?
- How should a Teacher take attendance?
- How can a member of the Admin team take attendance?
- How can I manage my lesson from the Lesson Dashboard Overview?
Behaviour
- How do I set up and log Physical interventions?
- How do I log a Behaviour Incident?
- What information should I record on a Behaviour Incident?
- How do I review and edit a Behaviour Incident
- How do I take action or resolve a Behaviour Incident?
- How do I report on Behaviour Incidents?
Census
Census Error Codes
- Spring Census On-the-day Errors
- Most Common School Census Error Codes
- How do I resolve errors regarding Childcare places?
- Free School Meal Errors (1741, 1761, 1762, 1763, 1766, 1767, 1768)
- UPN/ ULN Errors (1500, 1510, 1520, 1530, 1540, 1550, 1570, 1573, 1575, 1578)
- Error 3130 - Missing 30 hours eligibility code
Census Error Codes: School Workforce Census
- SWF Census - Query 4100Q
- SWF Census - Query 4160Q
- SWF Census - Error 4190
- SWF Census - Error 4220
- SWF Census - Error 4310
- SWF Census - Error 4380
Communications
- How do I edit who are Permitted Senders of Communications?
- How do I access the Communications Dashboard?
- How can I view sent and received Communications?
- How do I send an email from the Communications Dashboard?
- How can I see a log of all Emails sent?
- How do I send an SMS from the Communications Dashboard?
Custom Report Writer
Data Management
- What is Arbor's Data Protection Policy to comply with GDPR?
- Resolving duplicate staff or guardians and delete guardians
- Data Export : Assessment Results : Export Results
- How to import a CTF file
- School : Data : Export : Data Returns : Dashboard
- School : Data : Export : LGfL Export : Automatic Export Jobs
Demographics Reports
- How can I see all my Child Protection Students?
- How do I see students grouped by Child Protection Status?
- How can I see a list of students who are a particular age?
- How can I see all my Early Years Pupil Premium Recipients?
- How do I see all my Ever 6 Free School Meals Children?
- How do I see all my Ever 6 Service Children?
Enrolment
- How can I amend my Academic Calendar?
- Bulk enrolment into courses/classes
- How Do I Complete The New Academic Year Set Up?
- Student enrolment
- How to create a Class List for a course
- How do I use Auto Enrolments?
Examinations
- How do I submit candidate entries to the awarding bodies?
- How do I schedule candidates for exams?
- How do I remove awards or units from my Qualification Offering?
- How do I set up exam rooms?
- How do I assign candidates to and remove candidates from exam seats?
- How do I enter Exam results in Arbor?
Group MIS
HR, Contracts and Salaries
- HR Admin - Pay Scales
- How do I add and manage staff Probations?
- HR Admin - Steps To Update Staff Contracts, Pay Scales and Allowances
- HR Admin - Allowances
- HR Admin - Checks
- HR Admin - Staff Contracts
Interserve Guide
- How do I bulk edit marks?
- How can I add teaching groups to courses?
- How do I transfer multiple students to another Programme or Instance?
- How to disable a staff members access into Arbor
- How can I send logins to a new staff member?
- How can I reset a staff members password?
Interventions
- What are Interventions?
- How do I create an Intervention from the Intervention Dashboard?
- How do I add student strategies?
- How do I use Intervention Categories?
- How can I edit an Intervention?
- How do I set up and schedule sessions for Intervention Groups?
Insight
- What is Arbor Insight's Data Protection Policy?
- Financial Benchmarking Reports
- Gap Reports
- Attainment & Progress Report
- Ofsted Readiness Report
- How to purchase reports
Managing School Structure, Courses and Timetables
- How can I manage my school, student and staff timetables at a glance?
- How do I set up Programmes & Courses
- How do I set up and link staff to Faculties?
- How do I set up and link staff and courses to Departments?
- How Do I Setup Timetables for Submodules, Courses & Lessons?
- How do I Edit the Timetable via Courses and Classes?
Meals & Meal Payments
- Setting Up Meals - A step by step guide
- Meals Daily Summary Page
- What time are dinner money payments taken out of a students fund / are invoiced in Arbor?
- Meals Timetable
- How can I manage Meal Balances and Meal Payments?
- Meal Reports
Medical & Linked Organisations
Parent Portal Admin
Parent Portal as a parent
- Using Parent Portal - A Parent's Guide
- Why can't I log in to my school's Parent Portal?
- Student Profile Overview
- How do I register my child for a Club?
- How do I register my child for a Trip?
- Parent Portal- Dashboard
Partners and Integrations
- API Users management process (CPOMS, Wonde, Inventry etc.)
- New ParentPay Process
- How do I integrate with Atomwide / LGFL?
- School Comms/School Gateway Integration
- Local Authority Report - Capita One Export (B2B Open Student Export)
- ParentMail - Student and Staff Templates
Payments
- Why do I need to verify my identity to use card payments in Arbor?
- How do I set up a new Customer Account Type?
- Reviewing Balances & Adding Top Ups
- Reviewing and Cancelling Invoices
- How do I refund payments?
- Cancelling Top Ups
Report Cards
Roles and Permissions
- What are Roles and Permissions in Arbor?
- How do I view and add Permissions to Business Roles in Arbor?
- Adding a Business Role to a member of staff
- How to view all Permissions in Arbor
- How to add an Ad- Hoc permission for a member of staff
- How to check a user's permissions
Staff
- How do I check and update Staff Details?
- My Classes
- My Calendar
- Browse Staff
- How do I Add a New Staff Member and create a new staff profile?
- Adding, amending and deleting information from staff profiles
Staff Development
- How can I manage Staff Development in Arbor by adding objectives and appraisals?
- How can I edit or delete objectives and appraisals?
- How do I complete a Staff Appraisal?
- Creating a Staff Training Course
- Viewing staff Training Courses within Staff Profile
- Removing a staff member from a Training Course
Staff Cover
Students
- How can I Browse Students and see Joiners, Leavers and Birthdays?
- How do I view a student profile in Arbor?
- What information can I view and edit on the Student Profile?
- What can I access from the left hand menu in the student profile?
- Attendance on the Student Profile
- Student Profile- Behaviour